Waldron Private Wealth LLC Incresed Positions in Q3 2024

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
70.5K
+ 95.79%
$315.94 - $371.96 $22.3M - $26.2M
144K $52.1M
VTV
Vanguard Value ETF

ETFs
53.6K
+ 4.59%
$159.75 - $174.57 $8.57M - $9.36M
1.22M $213M
VUG
Vanguard Growth ETF

ETFs
21K
+ 4.68%
$341.08 - $391.94 $7.16M - $8.23M
470K $180M
IVV
Ishares Core S&P 500 ETF

ETFs
6.67K
+ 23.07%
$520.18 - $576.82 $3.47M - $3.85M
35.6K $20.5M
AAPL
Apple Inc.

Technology
962
+ 0.48%
$207.23 - $234.82 $199K - $226K
202K $47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65.2K
+ 46.96%
$57.32 - $62.65 $3.74M - $4.08M
204K $12.7M
SUN
Sunoco LP

Energy
70K
+ 140.0%
$50.23 - $58.53 $3.52M - $4.1M
120K $6.44M
TRGP
Targa Resources Corp.

Energy
18K
+ 103.28%
$127.86 - $156.46 $2.31M - $2.82M
35.5K $5.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.27K
+ 6.53%
$475.2 - $527.7 $1.08M - $1.2M
37.1K $19.6M
META
Meta Platforms, Inc.

Communication Services
526
+ 1.99%
$453.41 - $572.44 $238K - $301K
27K $15.4M
VTI
Vanguard Total Stock Market Et

ETFs
4.22K
+ 16.78%
$255.18 - $283.2 $1.08M - $1.19M
29.4K $8.31M
VB
Vanguard Small Cap ETF

ETFs
4.92K
+ 31.07%
$214.77 - $237.72 $1.06M - $1.17M
20.7K $4.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.92K
+ 0.43%
$49.93 - $51.15 $246K - $252K
1.16M $59.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 7.57%
$191.76 - $263.26 $221K - $303K
16.4K $4.29M
MUB
Ishares National Muni Bond ETF

ETFs
4.33K
+ 1.28%
$106.13 - $108.7 $459K - $470K
343K $37.3M
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 1.3%
$66.91 - $81.4 $68.8K - $83.7K
79.8K $6.45M
UNH
Unitedhealth Group Inc

Healthcare
269
+ 2.32%
$488.01 - $604.18 $131K - $163K
11.9K $6.95M
ABBV
Abb Vie Inc.

Healthcare
867
+ 2.64%
$163.84 - $199.33 $142K - $173K
33.7K $6.65M
PGR
Progressive Corp

Financial Services
52
+ 0.25%
$209.46 - $259.24 $10.9K - $13.5K
21.1K $5.37M
JNJ
Johnson & Johnson

Healthcare
1.76K
+ 4.54%
$145.48 - $167.38 $256K - $295K
40.6K $6.57M
HD
Home Depot, Inc.

Consumer Cyclical
644
+ 6.15%
$333.64 - $405.2 $215K - $261K
11.1K $4.51M
ORCL
Oracle Corp

Technology
476
+ 1.75%
$125.9 - $170.35 $59.9K - $81.1K
27.7K $4.71M
CSCO
Cisco Systems, Inc.

Technology
1.55K
+ 1.16%
$44.74 - $53.22 $69.2K - $82.3K
135K $7.18M
AVGO
Broadcom Inc.

Technology
21.5K
+ 1028.67%
$136.27 - $1745.86 $2.93M - $37.6M
23.6K $4.08M
IEFA
Ishares Tr

ETFs
1.77K
+ 1.68%
$70.09 - $78.74 $124K - $139K
107K $8.34M
NEE
Nextera Energy Inc

Utilities
5.23K
+ 28.62%
$69.9 - $84.97 $365K - $444K
23.5K $1.99M
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 16.58%
$213.3 - $270.78 $248K - $315K
8.18K $2.22M
RTX
Raytheon Technologies Corp

Industrials
1.96K
+ 9.59%
$99.55 - $123.34 $195K - $242K
22.4K $2.72M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 2.97%
$194.9 - $224.8 $259K - $299K
46.1K $9.72M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 0.98%
$245.82 - $304.51 $28.8K - $35.6K
12K $3.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.37K
+ 127.26%
$79.92 - $88.19 $509K - $562K
11.4K $1M
SYY
Sysco Corp

Consumer Defensive
6.82K
+ 77.51%
$69.16 - $78.98 $472K - $539K
15.6K $1.22M
SNPS
Synopsys Inc

Technology
1.06K
+ 215.75%
$463.97 - $621.3 $489K - $655K
1.54K $781K
IBM
International Business Machines Corp

Technology
402
+ 5.19%
$175.1 - $223.38 $70.4K - $89.8K
8.15K $1.8M
NOW
Service Now, Inc.

Technology
49
+ 1.3%
$730.87 - $937.36 $35.8K - $45.9K
3.82K $3.42M
PG
Procter & Gamble CO

Consumer Defensive
582
+ 1.39%
$160.76 - $177.82 $93.6K - $103K
42.3K $7.33M
ACN
Accenture PLC

Technology
292
+ 4.33%
$295.44 - $355.81 $86.3K - $104K
7.04K $2.49M
TGT
Target Corp

Consumer Defensive
2.5K
+ 127.49%
$133.47 - $159.25 $334K - $399K
4.47K $696K
UBSI
United Bankshares Inc

Financial Services
108
+ 0.13%
$31.56 - $39.32 $3.41K - $4.25K
83.4K $3.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
419
+ 1.27%
$105.53 - $118.34 $44.2K - $49.6K
33.4K $3.91M
UL
Unilever PLC

Consumer Defensive
2.74K
+ 13.78%
$54.7 - $65.59 $150K - $180K
22.6K $1.47M
CRM
Salesforce, Inc.

Technology
919
+ 13.41%
$238.42 - $276.53 $219K - $254K
7.77K $2.13M
T
At&T Inc.

Communication Services
5.77K
+ 7.36%
$18.21 - $22.28 $105K - $129K
84.2K $1.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.22K
+ 7.47%
$96.25 - $101.98 $213K - $226K
31.9K $3.23M
ATI
Allegheny Technologies Inc

Industrials
23
+ 0.08%
$54.26 - $67.71 $1.25K - $1.56K
29.9K $2M
PM
Philip Morris International Inc.

Consumer Defensive
419
+ 3.19%
$101.25 - $127.45 $42.4K - $53.4K
13.5K $1.64M
STE
Steris PLC

Healthcare
1.19K
+ 102.24%
$213.51 - $247.14 $253K - $293K
2.35K $568K
LMT
Lockheed Martin Corp

Industrials
252
+ 17.83%
$460.3 - $584.56 $116K - $147K
1.67K $973K
CAT
Caterpillar Inc

Industrials
58
+ 1.22%
$316.8 - $391.12 $18.4K - $22.7K
4.83K $1.89M
Activity Summary
Buys All Purchases 313 New Holdings 106 Increased Positions 207 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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